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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The American Institute for Advanced Investment Management LLP
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|---|---|
| CRD # | 165183 |
| SEC # | 801-77148 |
| CIK # | 0001805824 |
| AUM | $291.3 M (2025-02-26) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 480-346-1556 |
| Address | 7337 E Doubletree Ranch Road Scottsdale, AZ 85258 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 4.7 | |
| Apple Inc | 4.6 | |
| Amerisourcebergen Corp | 4.4 | |
| Amazon Com Inc | 2.5 | |
| Constellation Energy Corp | 2.2 | |
| Nvidia Corp | 1.9 | |
| Illinois Tool Works Inc | 1.7 | |
| Home Depot Inc | 1.6 | |
| SPDR Gold Trust | 1.6 | |
| AbbVie Inc | 1.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 158 | 261.3 |
| (b) Individuals (high net worth individuals) | 85 | 19.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 453 | 291.3 |
| By Discretionary | ||
| Discretionary | 431 | 261.5 |
| Non-Discretionary | 22 | 29.8 |
| Total | 453 | 291.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 291.3 | |
| Total | 453 | 291.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001805824] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pachira Investments Inc
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|
CA | 0.3 |
|
Strategic Wealth Advisors LLC
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|
0.3 | |
|
Unionview LLC
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|
WA | 0.3 |
|
Visionary Horizons LLC
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|
TN | 0.3 |
|
Mai Inc
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|
KY | 0.3 |
|
Nicholson Wealth Management Group LLC
✚
|
SC | 0.3 |
|
Demars Financial Group LLC
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|
WA | 0.3 |
|
Tandem Financial LLC
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|
CO | 0.3 |
|
Wealth Covenant Group LLC
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|
TX | 0.3 |
|
Farther Asset Management LLC
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|
CA | 0.3 |